Free Trial

Seafarer Capital Partners, LLC Top Holdings and 13F Report (2026)

About Seafarer Capital Partners, LLC

Investment Activity

  • Seafarer Capital Partners, LLC has $368.68 million in total holdings as of September 30, 2026.
  • Seafarer Capital Partners, LLC owns shares of 9 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • About 18.22% of the portfolio was sold this quarter.
  • This quarter, Seafarer Capital Partners, LLC has purchased 9 new stocks and bought additional shares in 0 stocks.
  • Seafarer Capital Partners, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

Itau Unibanco
$93,054,981
XP
$82,111,445
Credicorp
$79,354,843
HDFC Bank
$25,646,320

Largest Sales this Quarter

Ambev
23,000,000 shares (about $67.16M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeafarer Capital Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Itau Unibanco Holding S.A. stock logo
ITUB
Itau Unibanco
$93,054,9810.0%10,909,14225.2%Finance
XP Inc. stock logo
XP
XP
$82,111,4450.0%3,911,00022.3%Finance
Credicorp Ltd. stock logo
BAP
Credicorp
$79,354,8430.0%208,90021.5%Finance
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$75,967,9800.0%1,034,00020.6%Consumer Staples
HDFC Bank Limited stock logo
HDB
HDFC Bank
$25,646,3200.0%1,148,0007.0%Finance
Suzano S.A. Sponsored ADR stock logo
SUZ
Suzano
$3,428,0000.0%400,0000.9%Materials
Coca Cola FEMSA S.A.B. de C.V. stock logo
KOF
Coca Cola FEMSA
$3,133,1600.0%29,0000.8%Consumer Staples
Ambev S.A. stock logo
ABEV
Ambev
$3,121,480$67,160,000 ▼-95.6%1,069,0000.8%Consumer Staples
Arcos Dorados Holdings Inc. stock logo
ARCO
Arcos Dorados
$2,860,0000.0%400,0000.8%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data